# Bluestem Financial Advisors

Bluestem Financial Advisors is a Bank / Wealth / Trust based in Savoy, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Savoy, United States
- **Region:** North America
- **Address:** Savoy, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** bluestemfa.com
- **LinkedIn:** https://www.linkedin.com/company/bluestemadvisors

## Regulatory record

- **CRD number:** 158418
- **SEC file number:** 801-116798
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-24T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158418

## About

Bluestem Financial Advisors was established in 1999 as a US wealth manager and registered investment advisor. The firm supplies investment advisory services focused on financial planning, tax planning, and portfolio management. No asset-class allocations, named portfolio holdings, or geographic deployment details appear in available records. Client segments center on young professionals, pre-retirees, and university professionals within the United States. No team size, additional offices, or dated operational events from the last 24 months are recorded. Adjacent vehicles such as foundations or club memberships remain undisclosed. The firm follows a conventional RIA mandate with no documented co-investor clubs, hybrid structures, or succession arrangements beyond standard advisory operations.

## Questions

### Who runs investment decisions at Bluestem Financial Advisors?

No named principals or CIO appear in public records. Investment decisions follow standard RIA advisory processes for the disclosed client segments.

### Does Bluestem Financial Advisors participate in fund commitments or only direct deals?

Available information shows only advisory services. No fund commitments or direct deal activity is documented.

### What investment stages does Bluestem Financial Advisors typically target?

The firm focuses on portfolio management for individuals rather than venture or private equity stages.

## Related profiles

- [Bluestone Equity Partners](https://altss.com/profile/bluestone-equity-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bluestem-financial-advisors

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